Joseph
Forish
Victrix Investment Advisors
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About this Advisor
Joseph Forish is a certified financial planner and chartered financial analyst who works out of Stuart, Florida with a total of 2 years of relevant experience. Forish is on the advisory team at Victrix Investment Advisors. Throughout their career, they have worked at Aof Management, Jf Consulting and Victrix Investment Advisors. Forish can work in New York. Victrix Investment Advisors is an advisory business that has its headquarters in Stuart, FL. The investment advisory business has offices in three locations and a total of six financial advisors. It administers $109 million in assets among its 754 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 754 accounts, just 8% belong to high-net-worth investors who have more than $1 million in assets available to invest. Victrix Investment Advisors offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services vary depending on which services the firm provides the client. However, fee types charged by Victrix Investment Advisors most likely include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Victrix Investment Advisors Brokerage Details
$109,151,910
6
754
$144,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Forish Work History
Joseph has been registered as a financial advisor for 2 years.*
Victrix Investment Advisors
Jf Consulting
Aof Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Forish to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Victrix Investment Advisors
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Bethesda, MD
Stuart, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
